Orders Report – Overview of purchases
Use this if you need:
✔ A list of all orders placed (online & in-store)
✔ Purchaser details (name, email, phone number)
✔ Order creation date & payment details
✔ Order status (completed, pending, cancelled)
✔ Sales channel (where the order was placed)
Best for: Tracking overall sales and customer orders
More info here - Data: The Orders report
Order Line Items Report – Detailed breakdown of order contents
Use this if you need:
✔ A breakdown of each item in an order (including multi-item transactions)
✔ Order ID & Line Item ID (for tracking individual products)
✔ Product name, value & options
✔ Fulfilment details (postal/email delivery, recipient name & address)
✔ Tracking references for posted items
✔ Promotions & discounts applied
Best for: Analysing individual items sold & fulfilment details
More info here - Data: The Order Line Items report
Liability Report – Outstanding balance on gift cards
Use this if you need:
✔ A snapshot of unspent balances on gift cards
✔ Gift card details (unique code, product name, expiry date)
✔ Initial value & any discounts applied
✔ Where the gift card was sold (e.g. in-store, web store, B2B)
Best for: Understanding unredeemed gift card balances
More info here - Data: The Liability report
Discounts Report – Track promotions, discounts & FOC vouchers
Use this if you need:
✔ A record of all discounts and promotions applied to orders
✔ Details on free-of-charge (FOC) vouchers issued via the dashboard or integrations
✔ Promo codes used and associated promotion campaigns
✔ Discount types (e.g. promotions, balance imports, FOC)
✔ Order, transaction, and fulfilment references for discounts
Best for: Monitoring discounts, promo code usage, and free-of-charge voucher issuance.
More info here - Data: The Discounts report
Cards Report – Track gift card activity & balance
Use this if you need:
✔ A full list of all gift cards issued (including expired & active cards)
✔ Unique gift card codes & associated order details
✔ Current balance, expiry date & initial top-up value
✔ Where the card was sold (e.g. online, in-store, B2B)
✔ If any promotions or discounts were applied to the card
Best for: Tracking all gift card purchases, redemptions, balances, and expiry details.
More info here - Data: The Cards report
Balance Adjustments Report – Changes to gift card balances
Use this if you need:
✔ A record of all balance adjustments (manual top-ups, refunds, etc.)
✔ Detailed information about the reason for the adjustment
✔ The date and time of each balance change
✔ User or system responsible for the adjustment
✔ Associated order or transaction IDs for context
Best for: Monitoring manual changes to gift card balances and tracking refunds or corrections
More info here - Data: The Balance Adjustments report
Emails Report – Find opt-ins for marketing consent
Use this if you need:
✔ Marketing consent opt-in status
✔ Details of purchaser and recipients (email address)
Best for: Marketing consent opt-ins
More info here - Data: The Emails report (marketing consent)
Transactions Report – How payments were made
Use this if you need:
✔ Details of each payment transaction
✔ How the order was paid for (credit/debit card, gift card, external payment)
✔ Merchant reference (to match payments to your payment provider)
✔ If multiple payment types were used in one order
✔ Gift card number used for payment (if applicable)
Best for: Reconciling payments & tracking how orders were paid for
More info here - Data: The Transactions report